WallStSmart

BHP Group Limited (BHP)vsCementos Pacasmayo SAA ADR (CPAC)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

BHP Group Limited generates 2301% more annual revenue ($53.99B vs $2.25B). BHP leads profitability with a 19.0% profit margin vs 9.5%. CPAC appears more attractively valued with a PEG of 1.13. CPAC earns a higher WallStSmart Score of 68/100 (B-).

BHP

Buy

65

out of 100

Grade: C+

Growth: 5.3Profit: 9.0Value: 4.3Quality: 6.0
Piotroski: 3/9Altman Z: 2.24

CPAC

Strong Buy

68

out of 100

Grade: B-

Growth: 7.3Profit: 7.0Value: 7.3Quality: 5.0
Piotroski: 5/9Altman Z: 1.59
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

Intrinsic value data unavailable for BHP.

CPACUndervalued (+16.2%)

Margin of Safety

+16.2%

Fair Value

$12.99

Current Price

$12.10

$0.89 discount

UndervaluedFair: $12.99Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

BHP5 strengths · Avg: 9.2/10
Market CapQuality
$204.85B10/10

Mega-cap, among the largest globally

Return on EquityProfitability
42.9%10/10

Every $100 of equity generates 43 in profit

Operating MarginProfitability
40.7%10/10

Strong operational efficiency at 40.7%

EPS GrowthGrowth
27.5%8/10

Earnings expanding 27.5% YoY

Free Cash FlowQuality
$4.31B8/10

Generating 4.3B in free cash flow

CPAC5 strengths · Avg: 8.4/10
EPS GrowthGrowth
61.1%10/10

Earnings expanding 61.1% YoY

P/E RatioValuation
16.5x8/10

Attractively priced relative to earnings

Price/BookValuation
2.8x8/10

Reasonable price relative to book value

Operating MarginProfitability
24.4%8/10

Strong operational efficiency at 24.4%

Revenue GrowthGrowth
15.4%8/10

15.4% revenue growth

Areas to Watch

BHP2 concerns · Avg: 2.5/10
Piotroski F-ScoreQuality
3/93/10

Weak financial health signals

PEG RatioValuation
5.952/10

Expensive relative to growth rate

CPAC3 concerns · Avg: 3.3/10
Altman Z-ScoreHealth
1.594/10

Distress zone — elevated risk

Market CapQuality
$1.02B3/10

Smaller company, higher risk/reward

Debt/EquityHealth
1.033/10

Elevated debt levels

Comparative Analysis Report

WallStSmart Research

Bull Case : BHP

The strongest argument for BHP centers on Market Cap, Return on Equity, Operating Margin. Profitability is solid with margins at 19.0% and operating margin at 40.7%. Revenue growth of 10.8% demonstrates continued momentum.

Bull Case : CPAC

The strongest argument for CPAC centers on EPS Growth, P/E Ratio, Price/Book. Revenue growth of 15.4% demonstrates continued momentum. PEG of 1.13 suggests the stock is reasonably priced for its growth.

Bear Case : BHP

The primary concerns for BHP are Piotroski F-Score, PEG Ratio.

Bear Case : CPAC

The primary concerns for CPAC are Altman Z-Score, Market Cap, Debt/Equity.

Key Dynamics to Monitor

BHP profiles as a mature stock while CPAC is a growth play — different risk/reward profiles.

BHP carries more volatility with a beta of 0.83 — expect wider price swings.

CPAC is growing revenue faster at 15.4% — sustainability is the question.

BHP generates stronger free cash flow (4.3B), providing more financial flexibility.

Bottom Line

CPAC scores higher overall (68/100 vs 65/100) and 15.4% revenue growth. Both earn "Strong Buy" and "Buy" ratings respectively — the choice depends on your investment horizon and risk tolerance.

This analysis is generated from publicly available financial data. Not financial advice.

BHP Group Limited

BASIC MATERIALS · OTHER INDUSTRIAL METALS & MINING · USA

BHP Group engages in the natural resources business in Australia, Europe, China, Japan, India, South Korea, the rest of Asia, North America, South America and internationally. The company is headquartered in Melbourne, Australia.

Cementos Pacasmayo SAA ADR

BASIC MATERIALS · BUILDING MATERIALS · USA

Cementos Pacasmayo SAA, a cement company, produces, distributes and sells cement and cement-related materials in Peru. The company is headquartered in Lima, Peru.

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